It feels like time for SYNC to be adding to the seven cos in their youngbloods group. Four are now comparatively mature and the money could come from small sales of ones which have been floated. I am sure they already have their eye on a few. RNS not expected for a few months yet but this is the type on investment which can always surprise and delight.

Well it's nice to get something right! Latest on the U.S new issue has sparked a big rise and some interest. It is too much to expect in this field that all its ventures will turn to platinum - bound to be failures and setbacks but the Welcome Trust portfolio has the gems in it as I suspected. The questions now are: 1) What new prospects will be added over time and will they be as good? 2) how high can the SP go before it is realistic to think of taking some profit? I can't answer the first but I can see the price doubling within a year or so and that might be a good point to cash some in.

Blue Earth is gonna gush over next two years and someone is bound to tip this because it really isn't in the price.The portfolio has many other cos of interest and it is reasonable to trust Welcome to have at least one other winner in there.

Thanks for yours, My understanding is that Wellcome took the holding as payment for their portfolio.The presentation was very good. Blue Earth is going rather well and my hope is that given time Syncona could be a very successful investment as well as doing a lot of good. SP moving nicely even at this early stage, Whu knows what a bit of a write-up could do?

No post here since Feb so thought would liven it up. Welcome Trust now own 35% presumably for giving the co its seven portfolio holdings. They are just about the smartest guys in the field of med research so I have got in. Like the idea of doing a bit of good and this co gives 0,3% of its net asset value each year to cancer charities. It might not find a blockbuster but I would not be at all surprised if one of its investee cos does just that. In the meantime this gives me a warm feeling!

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